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Proactive Planning

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Resources

Here are some useful resources to help you:

Useful Websites

Taxes:

  • Internal Revenue Service

Government Agencies:

  • Social Security Administration

News:

  • The Wall Street Journal
  • New York Times

Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Loan Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Past Events

14th Annual First Allied Golf Tournament

12th Annual First Allied Golf Tournament

Resources

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2999 Douglas Blvd., Suite #120
Roseville, CA
95661 United States

  •  Tel: (916) 781-8722
  •  Toll Free: 1-877-260-2430
  •  Fax: (916) 772-5761
  •  mfrederick@rr.firstallied.com
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Securities offered through Cetera Advisors LLC, a broker/dealer. member FINRA/SIPC, (doing insurance business in CA as CFGA Insurance Agency LLC, CA insurance license # 0I32305) Advisory services offered through Cetera Investment Advisers LLC and Mark D. Frederick, both Registered Investment Advisers. Cetera is under separate ownership from any other named entity. CA Insurance Lic. #0818341   

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for residents of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

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